Product Optimizer
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United States of America Patent
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Dec 28, 2015
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Sep 12, 2003
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Abstract
A system and method for automating a corporate transaction. The system can create one or more forms for exchanging information among a customer, a financial institution, and, optionally, a vendor or other third-party who performs one or more sub-transactions related to the transaction. The system and method of the present invention provide for customizing each form to include one or more data elements associated with the financial transaction. The selected data elements can define logical relationships for automating order placement of sub-transactions. The logical relationships are triggered by one or more predetermined events. Once triggered, the logical relationships are applied, and the result or outcome is used to automatically perform other tasks associated with the transaction.
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